1y return+27.4%S&P 500 +20.9%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2024: $140 against $127 in the S&P 500.2
Kera Capital Partners, Inc.S&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| NVDANvidia Corporation | $85.9M | 8.3% | +7.9% |
| SPYState Str Spdr S&p 500 Etf T | $51.8M | 5.0% | +3.4% |
| GLWCorning Inc | $35.7M | 3.4% | −1.9% |
| RSPInvesco Exchange Traded Fd T | $35.0M | 3.4% | +8.6% |
| VRTVertiv Holdings Co | $23.4M | 2.2% | |
| INTCIntel Corp | $23.0M | 2.2% | −4.7% |
| BILSSpdr Series Trust | $22.2M | 2.1% | −15.7% |
| CGGRCapital Group Growth Etf | $19.8M | 1.9% | +2.6% |
| Credo Technology Group HoldiCUSIP G25457105 | $19.6M | 1.9% | +2.7% |
| CGDVCapital Group Dividend Value | $19.6M | 1.9% | |
| GOFGuggenheim Strategic Opportu | $19.5M | 1.9% | +4579.4% |
| GOOGAlphabet Inc | $13.8M | 1.3% | +4.3% |
| ANETArista Networks Inc | $13.5M | 1.3% | |
| VOOVanguard Index Fds | $12.3M | 1.2% | +41.0% |
| GCOWPacer Fds Tr | $12.2M | 1.2% | +12.1% |
| GSIEGoldman Sachs Etf Tr | $12.2M | 1.2% | +12.1% |
| AMZNAmazon Com Inc | $12.2M | 1.2% | +10.9% |
| AMLPAlps Etf Tr | $12.0M | 1.2% | +9.5% |
| SGOVIshares Tr | $11.2M | 1.1% | −39.9% |
| JNJJohnson & Johnson | $11.1M | 1.1% | +9.4% |
| TBLDThornburg Incm Builder Opp T | $10.6M | 1.0% | +6.1% |
| PHYSSprott Asset Management LP | $10.4M | 1.0% | −4.3% |
| PSLVSprott Asset Management LP | $10.4M | 1.0% | +5.1% |
| JPMJpmorgan Chase & Co | $10.0M | 1.0% | +6.2% |
| AVGOBroadcom Inc | $10.0M | 1.0% | +8.3% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| GLWCorning Inc | December 31, 2024 | +437.5% | $35.7M |
| VRTVertiv Holdings Co | December 31, 2024 | +194.7% | $23.4M |
| Credo Technology Group HoldiCUSIP G25457105 | March 31, 2026 | +189.7% | $19.6M |
| SMHVaneck Etf Trust | December 31, 2024 | +170.8% | $6.6M |
| ANETArista Networks Inc | March 31, 2025 | +119.3% | $13.5M |
| PSLVSprott Asset Management LP | December 31, 2024 | +95.5% | $10.4M |
| GOOGAlphabet Inc | December 31, 2024 | +85.5% | $13.8M |
| JNJJohnson & Johnson | December 31, 2024 | +75.6% | $11.1M |
| RTXRtx Corporation | December 31, 2024 | +64.0% | $9.8M |
| AVGOBroadcom Inc | December 31, 2024 | +62.9% | $10.0M |
Sold off last quarter
- BABAAlibaba Group Hldg Ltd was $2.5M
- UAMYUnited States Antimony Corp was $1.9M
- GLDMWorld Gold Tr was $1.8M
- ICOPIshares Tr was $1.8M
- SLVIshares Silver Tr was $1.7M
- Dupont De Nemours IncCUSIP 26614N102 was $652K
- Hologic IncCUSIP 436440101 was $604K
- COINCoinbase Global Inc was $592K
- LOWLowes Cos Inc was $536K
- Carnival CorpCUSIP 143658300 was $500K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +14.1% | +14.8% |
| March 31, 2026 | −1.2% | −4.6% |
| December 31, 2025 | +1.3% | +2.4% |
| September 30, 2025 | +11.6% | +7.8% |
| June 30, 2025 | +18.8% | +10.5% |
| March 31, 2025 | −7.4% | −4.6% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Kera Capital Partners, Inc. Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=2040353&type=13F-HR&dateb=&owner=include&count=40CIK 2040353
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/2040353/000198615226000148/Filed August 14, 2026 · accession 0001986152-26-000148